Wealth Planning Specialist

Wealth Planning Specialist (Miami, FL)

Deliver comprehensive wealth planning strategies to clients. Collaborate with clients to assess their financial objectives and develop personalized wealth planning solutions. Conduct thorough analysis of international tax treaties to ensure efficient wealth management and mitigate double taxation risks for private clients. Provide guidance on estate planning, including trusts, wills, and prenuptial agreements, particularly for complex multi-jurisdictional estates. Assist with legal proceedings related to probate, estate administration, and ancillary matters. Participate in client meetings and consultations to provide in-depth insights into wealth planning alternatives. Perform comprehensive analysis of complex financial and legal matters and provide informed recommendations. Lead the Wealth Planning practice for BTG Pactual in the United States, advising ultra-high-net-worth clients on complex pre-immigration strategies and investment structures. Coordinate the Wealth Planning practice for BTG Pactual in the United States, advising ultra-high-net-worth clients on complex pre-immigration strategies and investment structures. Collaborate with private bankers and legal advisors to deliver tailored wealth structuring strategies aligned with global regulatory frameworks. Support high-net-worth families in managing intergenerational wealth transfers, with a focus on governance, succession planning, and global asset protection.

Requirements:

• Bachelor’s degree in finance, business, economics, or a related field and two years of financial services, sales, or wealth management experience.


• Familiarity with global financial systems, tax considerations, and cross-border regulatory environments.


• Experience in multiple wealth planning issues (e.g., portfolio construction, life insurance, transfer taxation, business succession).


• Experience with Family Office Financial Planning.


• Knowledge of trust structures, wills, prenuptial agreements, and inheritance laws.


• Knowledge of double taxation risks and mitigation, tax-efficient investment structures implementation, and leveraging tax treaties for ultra-high-net-worth clients.


• Knowledge of global regulatory requirements affecting private banking, wealth management, and investment structures.

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